Steward Partners Investment Advisory, LLC Iron Mountain Inc Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Iron Mountain Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 22,972 shares of IRM stock, worth $2.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,972

Previous 20,614 11.44%

Holding current value

$2.63 Million

Previous $1.65 Million 24.5%

% of portfolio

0.02%

Previous 0.02%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$74.42 - $89.62 $175,482 - $211,323	2,358 Added 11.44%	22,972 $2.06 Million
Q1 2024 May 15, 2024	BUY	$65.34 - $81.37 $63,641 - $79,254	974 Added 4.96%	20,614 $1.65 Million
Q4 2023 Feb 12, 2024	BUY	$57.23 - $70.6 $312,819 - $385,899	5,466 Added 38.56%	19,640 $1.37 Million
Q3 2023 Nov 13, 2023	BUY	$57.27 - $64.02 $240,705 - $269,076	4,203 Added 42.15%	14,174 $842,000
Q2 2023 Aug 14, 2023	BUY	$51.58 - $57.16 $36,312 - $40,240	704 Added 7.6%	9,971 $566,000
Q1 2023 May 15, 2023	SELL	$48.96 - $56.63 $7,099 - $8,211	-145 Reduced 1.54%	9,267 $490,000
Q4 2022 Feb 15, 2023	SELL	$44.14 - $55.56 $16,331 - $20,557	-370 Reduced 3.78%	9,412 $468,000
Q3 2022 Nov 10, 2022	BUY	$43.59 - $56.54 $62,987 - $81,700	1,445 Added 17.33%	9,782 $430,000
Q2 2022 Aug 04, 2022	BUY	$46.11 - $57.72 $44,911 - $56,219	974 Added 13.23%	8,337 $406,000
Q1 2022 May 02, 2022	BUY	$42.24 - $55.46 $133,351 - $175,087	3,157 Added 75.06%	7,363 $408,000
Q4 2021 Feb 08, 2022	BUY	$42.63 - $52.77 $99,668 - $123,376	2,338 Added 125.16%	4,206 $220,000
Q3 2021 Nov 12, 2021	BUY	$42.42 - $49.45 $15,016 - $17,505	354 Added 23.38%	1,868 $81,000
Q2 2021 Aug 13, 2021	SELL	$37.3 - $47.02 $55,129 - $69,495	-1,478 Reduced 49.4%	1,514 $64,000
Q1 2021 May 14, 2021	SELL	$28.0 - $37.28 $88,984 - $118,475	-3,178 Reduced 51.51%	2,992 $110,000
Q4 2020 Feb 11, 2021	SELL	$25.49 - $30.38 $7,315 - $8,719	-287 Reduced 4.44%	6,170 $182,000
Q3 2020 Oct 30, 2020	BUY	$26.04 - $30.5 $1,588 - $1,860	61 Added 0.95%	6,457 $173,000
Q2 2020 Aug 06, 2020	BUY	$21.52 - $30.56 $4,519 - $6,417	210 Added 3.39%	6,396 $167,000
Q1 2020 Apr 29, 2020	BUY	$22.4 - $34.45 $47,980 - $73,791	2,142 Added 52.97%	6,186 $147,000
Q4 2019 Jan 17, 2020	BUY	$31.39 - $34.37 $66,609 - $72,933	2,122 Added 110.41%	4,044 $128,000
Q3 2019 Oct 30, 2019	SELL	$29.41 - $34.14 $352 - $409	-12 Reduced 0.62%	1,922 $62,000
Q2 2019 Jul 25, 2019	BUY	$30.46 - $36.57 $58,909 - $70,726	1,934 New	1,934 $60,000
Q4 2018 Jan 15, 2019	SELL	$30.48 - $35.02 $77,205 - $88,705	-2,533 Closed	0 $0
Q3 2018 Oct 23, 2018	SELL	$34.09 - $36.74 $28,294 - $30,494	-830 Reduced 24.68%	2,533 $87,000
Q2 2018 Jul 20, 2018	SELL	$32.05 - $35.01 $3,621 - $3,956	-113 Reduced 3.25%	3,363 $118,000
Q1 2018 Apr 20, 2018	BUY	$30.89 - $37.61 $107,373 - $130,732	3,476 New	3,476 $114,000

Others Institutions Holding IRM

# of Institutions

1,090

Shares Held

249M

Call Options Held

1.63M

Put Options Held

916K

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $33.3B
Description
Iron Mountain Incorporated (NYSE: IRM), founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, and with a real estate network of more than 90 million square feet across approximately 1,450 facilities in approximately 50 countries, Iron Mountain stores an...

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Steward Partners Investment Advisory, LLC Iron Mountain Inc Transaction History